Setting the currency on the opportunity or project

Daylite Sales Assistant can produce quotes and other documents in any currency added to the system.

Objective Level Currency

On the Details tab on a opportunity or project the currency can be set. This will form the default setting for that objective.

Set the currency on the objective

*Documents will display in the list in the document currency

Currency on Documents

Using Location to set a default currency

If locations have been added, then the location will set the currency to the default currency for the selected location.

Overriding the default currency

Any document can be set to any currency in the system, making it possible to make currency versions of a quote for the same Opportunity and or Project.

Related Topics
Adding locations to DSA
Adding currencies to DSA
How to change the currency on a document